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JELD-WEN Holding

170 hedge funds and large institutions have $1.14B invested in JELD-WEN Holding in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 60 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,614% more call options, than puts

Call options by funds: $28.1M | Put options by funds: $1.03M

25% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 60

1.98% more ownership

Funds ownership: 96.2%98.18% (+2%)

8% less funds holding

Funds holding: 184170 (-14)

35% less capital invested

Capital invested by funds: $1.75B → $1.14B (-$609M)

37% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 30

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
170
Holders Change
-14
Holders Change %
-7.61%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.06%
New
19
Increased
75
Reduced
60
Closed
30
Calls
$28.1M
Puts
$1.03M
Net Calls
+$27M
Net Calls Change
-$6.5M
Name Holding Trade Value Shares
Change
Change in
Stake
S
151
SignatureFD
Georgia
$22.3K -$4.17K -250 -13%
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$21.4K +$2.82K +169 +12%
Nomura Asset Management
153
Nomura Asset Management
Japan
$20.2K
LI
154
LRI Investments
Florida
$13.7K +$16.9K +1,014 New
GI
155
GAMMA Investing
California
$10.5K -$1.2K -72 -8%
LC
156
Lindbrook Capital
California
$8.94K +$301 +18 +3%
EWA
157
EverSource Wealth Advisors
Alabama
$8.23K
PA
158
Parallel Advisors
California
$6.12K
PTC
159
Private Trust Company
Ohio
$6.06K
IAIM
160
International Assets Investment Management
Florida
$4.73K +$5.86K +351 New
PLU
161
Performa Ltd (US)
South Carolina
$4.04K +$5.01K +300 New
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$4K +$952 +57 +26%
FFA
163
Farther Finance Advisors
California
$3.36K +$818 +49 +23%
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$2.64K +$1K +60 +44%
AF
165
Allworth Financial
California
$2.25K -$1.08K -65 -31%
HNB
166
Huntington National Bank
Ohio
$1.84K +$2.27K +136 +13,600%
VCM
167
Versant Capital Management
Arizona
$1.82K
SAM
168
Smartleaf Asset Management
Massachusetts
$1.11K +$417 +25 +42%
RIL
169
Rothschild Investment LLC
Illinois
$269 +$167 +10 +100%
OAM
170
Oberweis Asset Management
Illinois
-$4.09M -192,600 Closed
ER
171
EVR Research
Virginia
-$2.76M -130,000 Closed
Verition Fund Management
172
Verition Fund Management
Connecticut
-$1.45M -68,438 Closed
WAM
173
Wakefield Asset Management
Colorado
-$1.1M -51,847 Closed
AIG
174
American International Group
New York
-$891K -41,982 Closed
B
175
Bailard
California
-$817K -38,500 Closed

JELD Hedge Fund Activity: Q2 2024 in Review

170 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in JELD-WEN Holding (JELD) for Q2 2024, worth a combined $1.14B — down 35% from $1.75B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of JELD and 19 opened new positions — a net loss of 11 holders — while 60 trimmed existing stakes and 75 added.

The largest buyer was Pzena Investment Management, adding an estimated $32.4M. The largest seller was American Century Companies, cutting an estimated $11.8M.

  • 170 institutional investors held JELD-WEN Holding (JELD) as of Q2 2024, down from 184 in Q1 2024.
  • Funds reported $1.14B of JELD-WEN Holding stock for Q2 2024, down 35% quarter-over-quarter.
  • 19 funds opened new JELD-WEN Holding positions in Q2 2024 and 30 closed out, a net change of -11 holders.
  • The largest JELD-WEN Holding buyer in Q2 2024 was Pzena Investment Management, an estimated $32.4M added.
  • The largest JELD-WEN Holding seller in Q2 2024 was American Century Companies, an estimated $11.8M sold.

Based on aggregated 13F filings for Q2 2024.